Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,556 | $96,419+133.9% | $80,648+179.7% | $139,487+61.7% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 29.94% | 1352.86%-1322.9pp | 937.21%-907.3pp | 373.84%-343.9pp |
| Employer contribution / active EE | $1,236 | $3,261-62.1% | $2,724-54.6% | $4,755-74.0% |
| Participant deferral / active EE | $9,857 | $5,225+88.6% | $4,443+121.8% | $6,713+46.8% |
| Admin fee / account holder | $20 | $6,605-99.7% | $5,382-99.6% | $11,407-99.8% |